Expert Wealth Planning Specialist TD

TD is seeking a Wealth Planning Specialist in Winnipeg, Manitoba, to provide expert advice in retirement, tax, and estate strategies for high net worth clients. This position emphasizes tailored financial solutions and proactive relationship building.

As part of the Private Wealth Management team, you will play an essential role in creating personalized wealth plans while supporting TD advisors in developing strategic business opportunities. Your expertise in complex financial planning will be crucial in ensuring clients receive top-tier solutions and advice tailored to their unique needs.

Key Responsibilities:

• Create customized wealth plans based on client insights

• Perform thorough research on relevant financial topics

• Maintain strong connections with TD Wealth advisors

• Conduct wealth planning presentations for clients

• Spot and follow up on new business opportunities

Requirements:

• Relevant undergraduate degree and financial planning credentials

• At least 8 years of wealth planning experience

• Strong communication and presentation skills

• Proficient in financial software applications

• Ability to work independently and collaboratively

This role offers a chance to significantly impact clients’ financial well-being through specialized planning at TD in Winnipeg.
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